FIMSX Mutual Fund

NAV$10.05

Returns Overview

1 Month
-0.02%
3 Months
+0.52%
6 Months
+1.01%
YTD
+1.48%
1 Year
+2.72%
3 Years (annualized)
+1.95%
5 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 2023 Index Ex Tobacco/Prepaid Gas
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
-2.04%
vs Peers
+3.51%

FIMSX Mutual Fund Performance

FIMSX performance across multiple time periods: 1-month -0.02%, YTD 1.48%, 1-year 2.72%, 3-year 1.95%, 5-year 0.90%.

FIMSX returns outperform the peer average of -2.04% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

FIMSX performance comparison shows side-by-side returns with another fund. FIMSX alternatives are available in the Mutual Fund Screener.